Morningstar

Eaton Vance Short Duration Inflation-Protected Income Fund Class A EARRX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 9.69  /  −0.10 %
  • Total Assets 493.5M
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Short-Term Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 4.80%
  • Effective Duration 2.37 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:10 AM GMT+0

Morningstar’s Analysis EARRX

Will EARRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EARRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EARRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EARRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Short Dur Infl-Prot Inc A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings EARRX

More EARRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.125%

7.72 45M
Government

United States Treasury Notes 2.125%

7.10 41M
Government

United States Treasury Bonds 3.875%

6.60 39M
Government

United States Treasury Notes 0.125%

5.99 35M
Government

United States Treasury Notes 2.375%

5.83 34M
Government

United States Treasury Notes 0.25%

4.99 29M
Government

United States Treasury Bonds 3.625%

4.26 25M
Government

United States Treasury Notes 1.125%

3.79 22M
Government

Eaton Vance Short Duration Income ETF

3.48 20M
—

United States Treasury Notes 0.875%

3.45 20M
Government

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